Jobs at Datarails

Own the strategy, governance, and scalability of Datarails’ customer-facing content ecosystem. Audit and organize existing materials, establish creation and review frameworks, identify customer journey content gaps, and collaborate with Customer Success, Product, Sales, and Marketing. Maintain standards for structure, branding, accessibility, and accuracy while using content usage data to improve effectiveness.

Manage and grow a portfolio of existing SaaS customer accounts by driving upsells and cross-sells, developing account strategies, conducting QBRs, forecasting expansion pipelines, and partnering with Customer Success, Product, Solutions Consulting, and Marketing. The role focuses on customer adoption, relationship building, expansion quota attainment, Salesforce pipeline management, and selling finance-focused solutions to CFOs, FP&A teams, and Controllers.

Deploys and operates AI-powered customer solutions, owning integrations, authentication, secrets, hosting, monitoring, and releases. Builds reusable tooling and platform components, develops customer-facing AI applications and workflows, leads technical discovery, translates business needs into deployable designs, and partners with Product, R&D, and Customer Success. Requires strong customer communication, software delivery ownership, cloud and DevOps expertise, product thinking, and experience with Python or TypeScript, SQL, REST APIs, and LLM-based systems.

Build and deliver customer-facing AI solutions for finance teams, including agents, workflows, applications, and LLM-based systems. Lead customer discovery, recommend transformation opportunities, translate business needs into technical solutions, and own projects from discovery through deployment. Evaluate AI system performance, collaborate with Product, R&D, and Customer Success, support change management, and identify reusable platform capabilities.

Own sourcing, negotiating, and scaling strategic partnerships with Private Equity firms to drive portfolio adoption and revenue. Manage full partner lifecycle from onboarding and enablement to co-marketing, portfolio activation, and reporting. Collaborate cross-functionally (Sales, CS, Product, Marketing) to build playbooks, run joint campaigns, and track partner-sourced pipeline and impact.

Own the full enterprise B2B SaaS sales cycle from SDR-booked outbound meetings through close. Build relationships with finance and IT stakeholders, navigate complex buying committees, develop business cases, manage forecasts and quotas, and maintain disciplined Salesforce documentation. Partner with SDRs to improve targeting and meeting quality while driving adoption and consistently exceeding enterprise sales targets.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.

Partner with existing customers to implement add-on products, act as technical expert on the Datarails suite, advise on financial reporting best practices, influence product roadmap through cross-functional collaboration, and maintain relationships with finance stakeholders to drive adoption and expansion.